Fidelity Personal Investing service fee

Children's accounts with less than £7,500 invested have a flat-rate of £25 a year—even if they hold more than one.

Total value of investments

Service fee (annual amount or rate)

£0 to £7,499.99

£45 for ISAs, SIPPs and Investment Accounts

£25 for Junior ISAs/Junior Pensions

£7,500 to £249,999.99

0.35%

£250,000 to £1 million

0.20%

No further service fee is charged for assets held above £1 million

* Please note that the service fee will be charged on the entire portfolio. For exchange traded instruments including investment trusts, this is capped at £45. There is no service fee for these investments held in the Fidelity Investment Account.

Fidelity Personal Investing service fee

Children's accounts with less than £7,500 invested have a flat-rate of £25 a year—even if they hold more than one.

Total value of investments

Service fee (annual amount or rate)

£0 to £7,499.99

£45 for ISAs, SIPPs and Investment Accounts

£25 for Junior ISAs/Junior Pensions

£7,500 to £249,999.99

0.35%

£250,000 to £1 million

0.20%

No further service fee is charged for assets held above £1 million

* Please note that the service fee will be charged on the entire portfolio. For exchange traded instruments including investment trusts, this is capped at £45. There is no service fee for these investments held in the Fidelity Investment Account.

Build your own portfolio

These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

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Fidelity Personal Investing does not give advice based on personal circumstances so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant key information document and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP you should also read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.